FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.

RIASEC RegisteredEst. 2015
Total AUM
$351M
Discretionary
$349M
100% of AUM
Avg account
$338K
Accounts
1,039
Employees
10
Advisory reps
3

Firm details

Headquarters
SALINE, Michigan
CRD number
147014
Registered since
March 30, 2015
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI72.27%
  • Pension & Profit Sharing Plans14.54%
  • Individuals10.97%
  • Insurance Companies0.96%
  • State / Municipal Government0.78%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Foresight Capital Management Advisors, Inc. is an independent RIA and capital allocator that has been SEC-registered since 2015. The firm serves both individual and family clients as well as institutional accounts, operating primarily on a discretionary portfolio management model while also offering financial planning, pension consulting and educational workshops. Its advisory practice includes selection of other advisers, which indicates a willingness to combine in-house management with third‑party managers where appropriate. Investment activity centers on a mix of public funds and direct equity exposure. The firm leans on mutual funds and ETFs for core public-market exposure while maintaining individual equity positions that suggest a tilt toward concentrated stock ideas or tactical tilts. Fee arrangements are flexible — percentage of AUM, hourly and fixed-fee engagements — enabling work with a range of client sizes and mandates. Foresight was recognized as a Top RIA Firms pick by FA Magazine in 2020.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 43%, Exchange Traded Equities 24%, Investment Grade Corp Bonds 14%, State & Local Bonds 11%, Cash & Cash Equivalents 6%, Non-Investment Grade Corp Bonds 2%43%
  • Public Funds/Mutual Funds43%
  • Exchange Traded Equities24%
  • Investment Grade Corp Bonds14%
  • State & Local Bonds11%
  • Cash & Cash Equivalents6%

Contacts

3 of 3
  • LAURIE STEGENGA

    PresidentCRD 5517177

  • Dillon Schroeder

    Vice PresidentCRD 7700354

  • Patrick Carney

    Vice President, DirectorCRD 7239046

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 36

Active vs passive

$96M in ETFs

Passive

82%

$78.8M

Active

18%

$17.3M

ETFProviderStyleCategoryValueShares% of portfolio
SPDR S&P 500 ETF TRUST (SPY)State StreetPassiveLarge Blend$13.3M20,45713.85%

Location

Primary office

SALINE, MI

WASHTENAW

Location

SALINE, MI

Headquartered in SALINE, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.

Metro area
Detroit-Warren-Ann Arbor, MI
Region
Midwest
County
WASHTENAW
Address
1205 Industrial Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth